2023 Annual Portfolio Audit

Our request that it will be completed with in 14 days.

The annual portfolio audit serves the crucial purpose of delivering precise and reliable data to our esteemed investors. It also entails updating the performance dashboard of our portfolio companies. Our aim is to ensure accuracy and provide a comprehensive overview of the portfolio’s performance.

Performance Progress Info

List some of the past year notable success Highlights? *

Including data such as awards recognition, customer feedback, financial performance etc..

What are the notable Achievements against Milestones since the last update? *

What is in the pipeline ?(Pilots, Customers, Trials etc..) *

You want to include items that are in the 80% probability or higher and in the 0-90 days out.

What is in the Pipeline ?

You want to include items that are in the 80% probability or higher and in the 90-180 days out.

Human Capital Update:

What is the current number of FTEs? *

Including the founders. co-founders is they ate a FTEs

What are the key positions employees hire, if any?

Please provide details on new hires such as position, salary level etc..

What is the hire plan for 2024 if any?

Please provide details on new hires such as position, salary level, timing for FTE you are planning to hire in 2024

Financial Updates

What was the total revenue in 2022? *

If not applicable please enter NA

What was the total revenue in 2023? *

If not applicable please enter NA

What is the projected revenue for 2024? *

Based on current customers, 80-% or higher in the pipeline, If not applicable please enter NA

What is your current monthly Burn Rate? *

How much capital your company is burning on a monthly basis to keep the business running.

What is your current Cash position ? *

How much cash your company currently have in the bank, not future sale orders, just actual cash.

Number of months running with current capital? *

Fundraising Update

What is The Total Capital Raised to-date? *

It referred to the total amount of outside capital that was raised since the inception, encompassing all rounds of funding since the company's inception, both equity and debt

Past Valuation: (copy) *

What was the the company last valuation based on the last round of funding or verifiable offer for acquisition of the company.

Current Valuation - If changed: ( - / +) *

What was the the company current valuation based on the current open round of funding or verifiable offer for acquisition of the company.

Total amount of the current raise? *

If you currently have an open round of funding, how much you are rasing in total

The current raise series?

How much is already committed to the current round? *

Please count only hard commitment, sign equity and CN agreement not soft circle, please.

Total Number of Investors in the deal *

Who are the major investors in the current round?

Please list major investors only

Anticipating Closing Date? *

Any futures planned Fund Raising - Next two rounds, if applicable:

Last Call - Any other critical and relevent information we should know?

2024 Milestones

What are the primary to 3 business goals you are committed to achieve in 2024? *

What are the top 5 key milestones you plan to achieve in 2024? *

Other Critical Information:

Is there any other vital and pertinent information that we should be aware of?

Are you having an initial dialog with any potential exit partners?

Do you have any particular concerns regarding risk factors?

Are there any specific threats or obstacles that you are concerned about for the year 2024?

Do you have a current request, requirement, or plea for assistance?

Captcha - For your security! *

Message

Our Audit Sponsored By:

MICHAEL SPATH
Client Executive | Technology Practice
D 734.929.3928 | C 734.395.7198 | kapnick.com

Book time with Michael Spath: Availability

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